FAQ: Year-End Tax Reporting (CAN)
- How do I edit or correct year-end forms once the tax year is over?
- Access the applicableCorrections Previewreport for the form and make the necessary edits or corrections.
- For detailed instructions on correcting year-end forms, see: Steps: Set Up, Audit, and Print Year-End Corrections (CAN).
- Which address does Workday use for employees on T4, T4A, T4A-RCA, RL-1, and RL-2 forms?
- The address Workday uses for employees on these forms depends on what usage you indicate for each address you add for a worker. Use theChange Contact Informationtask to select usage for employee addresses (both work and home). You can view an employee's address usage on their worker profile.Example: If you selectPayroll Tax Formas a usage option for an employee's work address, Workday uses that address on these forms. If you don't choose that option for the employee's work address, Workday looks for the next option where you selectedPaycheck.Use this table to view the hierarchy of usage.AddressUsageHomeInternational AssignmentHomePayroll Tax FormWorkPayroll Tax FormHomePaycheckWorkPaycheckHome (Primary)MailingHomeMailingWork (Primary)MailingWorkMailingHome (Primary)Work (Primary)Business LocationFor Workday to use an employee's international address on these forms, create an international assignment event for the worker using theStart International Assignmenttask.
- When can employees access tax documents through self-service?
- Once you create the year-end forms, tax documents become available on the date you select for the company on thePublish Employee Canada Year End Tax Documentstask.
- How do we unpublish year-end tax documents once employees can access them through self-service?
- Access theOverride Employee Self Service Year End Tax Documents Availability Datetask. Select the affected companies. Override theAvailability Datethat you selected on thePublish Employee Canada Year End Tax Documentstask for the companies.Workday removes the documents from self-service, even though employees might have already accessed their forms. This task is only available for companies, not individual workers.
- How does Workday determine the Payroll Account Number (PAN)?
- The Payroll Account Number (PAN) is 15 characters and identifies the company account. The PAN consists of the 9-digit business number,RP, and the 4-digit reference number. You can configure the:
- Business Numberin theTax IDstab on theEdit Company Tax Detailstask.
- Reference Numberin theReference Number Criteria Assignmenttab on theEdit Company Federal CAN Tax Reportingtask.
Example: The business number for your company is 123456789. The reference number for full-time employees at your company is 0001, and for part-time employees with no benefits is 0002. The PAN is 123456789RP0001 for full-time employees, and 123456789RP0002 for part-time employees. - How do I configure default dental benefit codes?
- At the company level, use theMaintain Dental Benefits Recipient Code Configurationtask to configure dental benefit code rules for workers and terminated workers' T4 and T4A forms.At the worker level, use theOverride Dental Benefits Recipient Code for Workertask to override the company-level default value for a worker's access to employer-offered dental benefits.